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iShares MSCI USA Momentum Factor ETF

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
576
Perissos Private Wealth Management
Oklahoma
$683K +$251 +1 +0%
RSWM
577
Robertson Stephens Wealth Management
California
$683K +$84.4K +336 +14%
SAW
578
Signal Advisors Wealth
Michigan
$682K +$42.2K +168 +7%
BC
579
Bowman & Company
Wisconsin
$680K +$43.4K +173 +7%
TIAA Trust, National Association
580
TIAA Trust, National Association
North Carolina
$676K +$36.2K +144 +6%
LWM
581
LongView Wealth Management
Georgia
$675K -$14.3K -57 -2%
O3W
582
Omni 360 Wealth
New Jersey
$675K -$37.7K -150 -5%
TWM
583
TCFG Wealth Management
California
$673K +$290K +1,157 +75%
FWA
584
FSM Wealth Advisors
Ohio
$672K -$293K -1,168 -30%
SIA
585
Soltis Investment Advisors
Utah
$670K +$672K +2,678 New
UAG
586
United Advisor Group
Ohio
$667K +$14.1K +56 +2%
LFAS
587
Level Four Advisory Services
Texas
$665K +$2.51K +10 +0.4%
JFGIW
588
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$657K +$2.76K +11 +0.4%
OPAM
589
Ocean Park Asset Management
California
$656K +$658K +2,621 New
CCC
590
Compass Capital Corp
Massachusetts
$652K -$21.3K -85 -3%
OWP
591
ORG Wealth Partners
Texas
$652K +$42.4K +169 +7%
CWP
592
Cyndeo Wealth Partners
Florida
$640K -$2.51K -10 -0.4%
FA
593
Fedenia Advisers
Wisconsin
$639K +$280K +1,116 +78%
LIA
594
LS Investment Advisors
Michigan
$636K
EWM
595
Elmwood Wealth Management
California
$633K +$635K +2,530 New
SOS
596
Silver Oak Securities
Tennessee
$632K -$153K -608 -20%
MIM
597
MTM Investment Management
South Carolina
$631K
VFG
598
V2 Financial group
Illinois
$628K -$62.8K -250 -9%
MFWP
599
Mosaic Family Wealth Partners
Missouri
$624K -$64K -255 -9%
KFGG
600
Keystone Financial Group (Georgia)
Georgia
$616K +$1.51K +6 +0.2%